-83.5%
MDAI vs VOO
+102.8%
-186.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +2.1% |
| 7D | +1.9% | -0.8% | +2.7% | +2.3% |
| 30D | +1.9% | -1.1% | +3.0% | +2.5% |
| 3M | -14.0% | +3.9% | -17.9% | -15.4% |
| 6M | +16.8% | +13.6% | +3.2% | +10.3% |
| YTD | +12.7% | +12.7% | 0.0% | +6.9% |
| 1Y | -19.6% | +17.6% | -37.2% | -24.8% |
| 3Y | -86.2% | +77.3% | -163.5% | -87.9% |
| 5Y | -83.5% | +84.1% | -167.6% | -85.4% |
| All | -83.5% | +102.8% | -186.4% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling